Dynamic Advisor Solutions LLC Incresed Positions in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$56.5 - $60.52 $56.5 - $60.5
4.57K $267K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
80
+ 0.47%
$21.4 - $22.03 $1.71K - $1.76K
17K $369K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.18%
$394.96 - $425.89 $395 - $426
569 $232K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
55
+ 0.87%
$99.21 - $99.52 $5.46K - $5.47K
6.41K $636K
SHOP
Shopify Inc.

Technology
80
+ 2.59%
$146.04 - $179.01 $11.7K - $14.3K
3.16K $462K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
3.76K
+ 6.26%
$2.8 - $2.98 $10.5K - $11.2K
63.8K $180K
FNDA
Schwab Fundamental U S Small C

ETFs
599
+ 3.44%
$29.85 - $31.55 $17.9K - $18.9K
18K $546K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
217
+ 0.77%
$20.06 - $20.12 $4.35K - $4.37K
28.5K $572K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
152
+ 1.12%
$18.77 - $18.93 $2.85K - $2.88K
13.7K $258K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
196
+ 0.66%
$18.44 - $18.66 $3.61K - $3.66K
30.1K $558K
IEMG
Ishares Inc

ETFs
49
+ 0.13%
N/A
39K $2.09M
STLG
Ishares Factors Us Growth Styl

ETFs
28
+ 0.15%
N/A
18.8K $944K
BSCV
Invesco ETF Self Indexed Fd Tr
165
+ 1.15%
$16.62 - $16.82 $2.74K - $2.78K
14.5K $241K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
693
+ 3.8%
$11.39 - $11.82 $7.89K - $8.19K
18.9K $215K
Bank Montreal Medium
10K
+ 41.53%
N/A
34.1K $0
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
29
+ 0.54%
$44.07 - $44.82 $1.28K - $1.3K
5.36K $236K
UTES
Virtus Reaves Utilities ETF
46
+ 0.79%
N/A
5.89K $0
BUCK
Simplify Exchange Traded Fds S
7.81K
+ 32.24%
N/A
32K $0
XC
Wisdomtree Tr Emerging Mkts Ex
1.52K
+ 5.57%
N/A
28.7K $0
Tidal Trust Ii
399
+ 10.54%
N/A
4.19K $0
QTUM
ETF Ser Solutions Defiance Qua
79
+ 2.1%
N/A
3.85K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3.94K
+ 23.11%
N/A
21K $0
Tidal Trust Ii
500
+ 4.35%
N/A
12K $0
Tidal Trust I
3.74K
+ 19.58%
N/A
22.8K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
390
+ 3.22%
N/A
12.5K $0
Valued Advisers Tr
3.5K
+ 12.61%
N/A
31.3K $0
Thomson Reuters Corp
2.05K
+ 5.85%
N/A
37.2K $0
Dimensional ETF Trust
77.3K
+ 927.91%
N/A
85.6K $0
Dimensional ETF Trust
174K
+ 2369.04%
N/A
182K $0
TFLR
T Rowe Price Exchange Traded F
7.99K
+ 81.64%
N/A
17.8K $0
Vanguard Malvern Fds
4.59K
+ 5.94%
N/A
81.9K $0
Bondbloxx ETF Trust
17K
+ 32.31%
N/A
69.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
13.2K
+ 26.2%
N/A
63.7K $0
Tidal Trust Ii
19.8K
+ 110.12%
N/A
37.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
2K
+ 17.24%
N/A
13.6K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
831
+ 3.04%
N/A
28.2K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
8.43K
+ 214.27%
N/A
12.4K $0
Primo Brands Corporation
5.13K
+ 10.9%
N/A
52.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
451
+ 1.14%
N/A
40K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
16.2K
+ 14.19%
N/A
130K $0
TIP
Ishares Tr Tips Bd ETF

ETFs
11
+ 0.32%
$110.58 - $112.2 $1.22K - $1.23K
3.48K $385K
PDEC
Innovator U.S. Equity Power Bu
347
+ 2.64%
N/A
13.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
5.4K
+ 6.21%
N/A
92.3K $0
J P Morgan Exchange Traded F
4.49K
+ 80.02%
N/A
10.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
569
+ 13.22%
N/A
4.87K $0
Invesco Exchange Traded Fd T
575
+ 18.01%
N/A
3.77K $0
Neos ETF Trust
11K
+ 207.59%
N/A
16.3K $0
FLQH
Franklin Templeton Libertyq In

ETFs
100
+ 1.82%
N/A
5.6K $0
Nebius Group N.V.
930
+ 19.4%
N/A
5.72K $0
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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